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    Pricing

    Pricing based on how your practice will use it.

    We look at your case and person volume, the work you want to bring online, and the support or integrations you need.

    Verify Client Source of Funds workspace showing savings, property sale and gift evidence

    What we price on.

    Verify Client matter workspace with a complete onboarding pack ready for review

    Commercial fit

    Start with the work your firm wants to handle in Verify Client.

    • Number of matters and invited parties per month.
    • Identity, AML, Source of Funds, donor, forms, signing, and Client Care Letter scope.
    • Reporting, support, onboarding, and training requirements.
    • Firm-managed apps, API, or MCP integration scope where required.

    Support and integrations.

    • Simple for clients

      One passwordless link, saved progress and clear next steps on any device.

    • Intelligent follow-up

      Smart reminders adapt to progress and prompt people about the work still outstanding.

    • Ready for practice review

      Checks, evidence, documents and risk-assessment suggestions arrive in one case record.

    Request a pricing discussion.

    Tell us roughly how many matters you handle and which parts of onboarding you want to improve.

    Your details are used only to respond to this enquiry.